Clearview Wealth Management LLC
Filing Date
Mar 31, 2026
Global Rank
#7,868
/ 8,586
Top Industry
Software - Infrastructure
18.9%
Period ended 3 months ago
Filed May 15, 2026 · 32d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.3%
SPY
+2.1%
Annualised alpha
—
Max drawdown
−6.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026Top Position
25.3%
of portfolio value
Top 5
65.2%
of portfolio value
Top 10
92.8%
of portfolio value
HHI
1,235
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.0% | $6,278,084 |
| Unclassified | 25.3% | $3,971,626 |
| Financial Services | 14.3% | $2,245,357 |
| Industrials | 10.1% | $1,576,249 |
| Consumer Cyclical | 8.7% | $1,366,507 |
| Healthcare | 1.5% | $239,118 |
7 positions ·
$6,278,084 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 8,657 | $2,197,060 | 35.00% | |
| NVDA |
Nvidia Corp
Technology
|
First | 7,451 | $1,299,454 | 20.70% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,259 | $1,206,384 | 19.22% | |
| ORCL |
Oracle Corp
Technology
|
First | 6,794 | $999,465 | 15.92% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 1,151 | $356,246 | 5.67% | |
| ASTS |
AST SpaceMobile, Inc.
Technology
|
First | 2,500 | $207,175 | 3.30% | |
| REKR |
Rekor Systems, Inc.
Technology
|
First | 15,000 | $12,300 | 0.20% |